THE food harvesting and storing behavior of many species of crows
and jays is well-known to ornithologists, although little is known about
subsequent utilization of these stores. The habits are best developed
in the two species of nutcracker (Nucifraga: Corvidae) that gain their
common and scientific names from their habit of opening nuts and pine
cones to obtain the enclosed seeds. Harvesting, transporting, storing
and use of pine seeds and hazelnuts by the Eurasian Nutcracker
(Nucifraga caryocatactes) has long been known (Swanberg 1951, 1956;
Turcek and Kelso 1968; Li3hrl 1970) T.T_hhis._secies carries seeds in an
expandable sublingual pouch that was discovered over 100 years ago,
but apparently was described in detail first by Portenko (1948). Far
less is known about Clark's Nutcracker (Nucifraga columbiana). This
species is known to harvest pine seeds and to feed seeds to its young
(Mewaldt 1956). Davis and Williams (1964:10) infer, without citing any
authority, that Clark's Nutcracker stores seeds for winter use. Aside
from a brief statement by Richmond and Knowlton (1894:305), no one
had reported Clark's Nutcrackers carrying seeds, and we could find no
mention in the literature of a sublingual pouch in this species.
During the course of an ecological-behavioral study of Clark's Nut-
cracker, Vander Wall and Balda (MS) discovered that these birds
harvest, transport, and then store pine seeds in a communal caching
area. The birds used the seeds during the next breeding season as adult
food (e.g. for courtship feeding and reproductive energy) and to feed
their young. Vander Wall and Balda also discovered that these birds
carry seeds in an expandable sublingual pouch. Preliminary dissections
showed that the sublingual pouch in Clark's Nutcracker is similar to
that Portenko described for the Eurasian Nutcracker. Moreover, it was
immediately clear that the sublingual pouch is a critical morphological
feature in these birds' seed harvesting-storage behavior. The entire yearly
cycle of Clark's Nutcracker is attuned to their manner of using pine
seeds which, with a number of attendant morphological and behavioral
traits, comprises an adaptive syndrome of seed storage and utilization.
We decided to analyze all morphological, behavioral, and ecological
aspects of seed use by Clark's Nutcracker to obtain as complete an
understanding as possible of this intriguing syndrome. This paper treats
the sublingual pouch and tongue musculature. Ecological and behavioral
information are taken from Vander Wall and Balda (MS) unless other-
wise cited.
The large sublingual pouch in Nucifraga columbiana poses several
interesting morphological questions in addition to the necessary descrip-
tion of its morphological form and its function. It is a novel feature in
the Corvidae, being an adaptation associated with the seed storage and
utilization complex in nutcrackers. Yet food transportation and storage
is widespread among the Corvidae (Turcek and Kelso 1968) and the
question arises of the possible evolutionary antecedents of the nutcracker
sublingual pouch in other corvids. Equally interesting is that the sub-
lingual pouch varies from a flat diverticulum when empty to a large
bulging sack when filled with seeds. The full sublingual pouch is a large
structure that dominates the entire sublingual region of the head in
terms of space requirements. Hence the pouch has primary influence
over neighboring morphological features in terms of space demands and
partly in terms of shape requirements (Dullemeijer 1958); surrounding
structures exert less influence in this respect. Hence other structures
in the sublingual region must conform to the morphological demands
the pouch imposes. Determination of the exact manner and degree
to which the sublingual pouch impinges on surrounding features would
help answer the question of the morphological interactions between
different features during evolutionary change. The effect of the sub-
lingual pouch on the tongue musculature is especially interesting because
of their close morphological proximity, because the selection forces acting
on the pouch and on the tongue muscles can be separated clearly, and
because modifications in the tongue muscles in Nuci/raga from the typical
corvid condition (e.g. Corvus) and from that seen in another pine seed
transporting and storing species, the Pition Jay (Gymnorhinus cyano-
cephalus), can be ascertained empirically.
MATERIALS AND METIIODS
Specimens of Nucifraga columbiana and of Gymnorhinus cyanocephalus were pre-
served in 10% formalin. Nutcrackers with empty pouches and with pouches filled
with seeds were obtained for comparative study of the tongue muscles under dif-
ferent conditions of the pouch. Both males and females were collected, as were
several birds of the year. Attempts to expand the pouch in a few specimens were
not successful. The cotton wadding used to stuff the pouch stuck in the mouth
and expanded the oral cavity, not the pouch. Anyone repeating our experiment
must take care to lift the tongue out of the way and to place wadding material
directly into the pouch below the tongue.
Detailed dissections were performed on a series of 10q- specimens of Nuci]raga
columbiana, one of which had its sublingual pouch stuffed with seeds. Comparative
studies were made on the sublingual pouch and tongue muscles of one specimen of
Nuci]raga caryocatactes, two specimens of Gymnorhinus cyanocephalus and previous
dissections of Corvus. Gymnorhinus was chosen because this bird also gathers,
carries, and stores pine seeds (Balda and Bateman 1971, Ligon 1971), but does not
possess a pouch. Description and figures of the tongue musculature of Corvus and
Gymnorhinus are to be published elsewhere (Bock and Shear, MS).
All dissections were made under a dissecting microscope and using an iodine solu-
tion to stain the muscles (Bock and Shear 1972). Illustrations were drawn directly
from the dissections with a camera lucida. The muscles were cleared of connective
tissue and fat, properly arranged for the illustration, and then pinned in a wax-
bottomed dish. Special care was taken to show the exact arrangement of the
muscle fibers and the attachments of the muscles to bones and other features.
Three dimensional arrangement of the muscles could be shown only in some figures;
in others, some muscles were cut or displaced to expose others. Outlines of muscles
are indicated with a heavy line and the fibers with a thinner line. Collagenous
fibers are indicated by dashed lines.
Measurements of muscle fiber length and of gross physiological cross section
(cross-sectional area of all muscle fibers) were made during dissection of the
tongue muscles of specimens with empty pouches. These measurements, especially
those of cross-sectional area are rough and serve only as an indication of the
gross morphological parameters of the tongue muscles.
Description and terminology of the tongue muscles are based upon the general
review of passerine tongue muscles by Bock and Shear (MS).
DESCRIPTION
SUBLINGUAL Poucz
The sublingual pouch occupies much of the space between the mandibular rami
ventral to the tongue apparatus (Figures 1, 2, and 3). Its opening into the oral
cavity is very broad and extends from the area anterior to the base of the corneous
tongue, along the lateral sides of the tongue base: to terminate at a point opposite
the posterior end of the glottis. The lateral openings appear in dorsal view as
narrow slits between the tongue and the mandibular rami. In essence these slits
separate the base of the tongue from the sides of the mouth and permit the entire
corneous tongue to be raised. Thus a broad oval opening into the pouch is formed;
the aperture extends posterior beneath the tongue as far as the glottis (e.g. anterior
edge of the trachea). No constrictor muscle or other special mechanism to close
the pouch exists, although the tongue could serve as a trap door over the broad
aperture into the sublingual pouch. The pouch is a simple diverticulum of the
floor of the mouth cavity, its walls being a continuation of the epithelium and
mucosa lining the oral cavity. The pouch wall is not noticeably thicker than the
mouth lining, but it may contain more collagenous and/or elastic fibers. The
wall of the empty pouch is deeply wrinkled (Figure 2), which permits its expansion
as the pouch is filled with seeds.
.'.. d-t
Mmha bm
tr h
PP
Figure 1. Lateral view of the head of Nuci]raga columbiana to show the sub-
lingual pouch (outline indicated partly with dashed lines) and the muscles (M m h a
and M c c) supporting its ventral surface. Abbreviations for all figures: M b m, M.
branchiomandibularis; M b m a, M. branchiomandibularis anterior; M b m p, M.
branchiomandibularis posterior; M c c, M. cucullaris caput portion; M c g, M.
ceratoglossus; M c h, M. ceratohyoideus; M d m, M. depressor mandibularis; M
d-t, M. dermotemporalis; M hg a, M. hypoglossus anterior; M hg o, M. hypoglossus
obliquus; M g g, M. genioglossus; M m h a, M. mylohyoideus anterior; M m h p,
M. mylohyoideus posterior; M s h, M. serpihyoideus; M st h, M. stylohyoideus; M th
h, M. thyreohyoideus; M tr h, M. tracheohyoideus; M tr 1, M. tracheolateralis; p p 1,
posterior pouch ligament.
The pouch wall was examined under a dissecting microscope with high mag-
nification for an intrinsic layer of muscular tissue. None could be seen; hence if
the pouch has intrinsic musculature, it would probably be smooth muscle forming
a sheet of microscopic thickness. No histological sections of the pouch wall were
prepared.
The free posterior end of the pouch projects ventroposteriorly through M.
mylohyoideus, separating this muscle into two parts (Figures 2 and 3). Ventrally
pouch
Mc
gg
IMmha
B
Msh
st h
mha
gg
Figure 2. Ventral view of the head of Nucifraga columbiana to show the sub-
lingual pouch. (A) Superficial muscles (M m h a and M c c) left in place except
for the right half of the M c c, which was removed to expose the pouch. (B) The
superficial muscles removed to expose the entire pouch. Note the branching M g g
and the mandibular glands on the ventral surface of the pouch.
the pouch is covered by the M. mylohyoideus anterior and the caput portion of the
M. cucullaris (Figures 1, 2A, and 9); these muscles and the skin support the pouch
from below. No special ligaments or aponeuroses support the pouch; but because
of its extensive opemng into the oral cavity, the pouch wall gains considerable
support from its long connection with the mouth floor. A long posterior ligament
extends from the posterior end of the pouch, along the ventral surface of the
trachea, to attach at the common insertion of the M. dermotemporalis and the
M. tracheolateralis onto the skin of the neck (Figures 2A and 9). A thin band
of muscle lies on the ventral surface of this ligament, connecting the posterior
border of the caput portion of the M. cucullaris with the junction of the M.
, Mmhp Msh
Mmha /
-_
B . ,Mbm
....... '?:"':"''?:?''":'" ?" ' M c h
sh
M mha
Mcc ppl
Figure 3. (A) Dorsal view of the mouth cavity of Nuci]raga columbiana showing
the opening of the pouch anterior and lateral to the tongue. Note the M m h a
passing ventral to the pouch and the M m h p and M s h passing dorsal to the
posterior end of the pouch. (B) Approximate midsagittal section of the tongue
and pouch to show the position of the M g g, M m h a, and M c c ventral to the
pouch and the position of the other tongue muscles (e.g. M m h p, M c h, M s h,
and M b m) dorsal to the pouch. Note how the pouch passes between the two parts
(M m h a and M m h p) of the M. mylohyoideus.
dermotemporalis and the M. tracheohyoideus. This muscular layer is very thin and
is easily destroyed when removing the skin.
The paired genioglossal muscles are closely affixed to the ventral surface of the
pouch. Each muscle divides several times with the branches spreading over the
ventroposterior surface of the pouch (Figure 2B). These muscle slips were traced
until they faded into the tissue of the pouch wall.
All tongue muscles, except the M. genioglossus, the M. mylohyoideus anterior,
and the M. cucullaris caput portion, lie lateral or dorsal to the sublingual pouch,
as does the entire tongue skeleton. The posterior slip of the M. mylohyoideus curves
about the lateroposterior corner of the pouch opening (Figure 3A) to insert on
the medial raphe doral to the pouch. Comparison of Figures 2, 3, and 4, noting
especially the relationships shown in Figure 3B, clearly demonstrates the position
of the sublingual pouch relative to the tongue musculature.
Two pairs of salivary glands lie on the ventral surface of the pouch (Figure 2B).
Most likely these are mandibular glands. Although their ducts were not traced,
they probably open into the pouch or into its anterior opening.
We found the sublingual pouch in all immature and adult nutcrackers we examined.
It is already present in a juvenile only 8 weeks old. The pouch is equally well-
developed in males and females and remains fully formed throughout the year.
No signs of regression could be seen as has been reported for the sublingual pouch
of auklets (Portenko 1948; Speich pers. comm.).
We examined the sublingual pouch (empty state) in one specimen of Nud]raga
caryocatactes was similar in all essential details to that in columbiana. Because
only one specimen of the Eurasian Nutcracker was available, no comparison of the
relative sizes of the pouches in the two spedes of nutcrackers was possible. Our
observations agree in most details with Portenko's (1948) description of the
sublingual pouch in caryocatactes. He showed the opening of the pouch to be
narrow; we suspect that the pouch opening in all forms of caryocatactes is similar
to that in columbiana. We could find no evidence of a "sublingual frenum" that
divides the lower part of the pouch into two halves; the pouch in the specimen of
caryocatactes examined was undivided as were the pouches in all specimens of
columbiana we examined.
TONGUE MUSCLES
Each tongue muscle is described for Nuci]raga columbiana with careful attention
to possible modifications resulting from the evolution of the sublingual pouch.
Because each muscle is illustrated in several figures, no individual reference to
figures is made in the description of each muscle; the reader should examine
Figures 4-8 before reading the muscle descriptions. Functions of the tongue
muscles in Nuci]raga are similar, in most respects, to those in Corvus as can be
judged from their morphology. Hence no comments on function are included
except for those muscles having special functions in Nuci]raga; the reader is re-
ferred to the functional descriptions in Bock and Shear (MS). Comparisons of
the morphology of each muscle are made between Nuci]raga columbiana, N.
caryocatactes, Corvus, and Gymnorhinus cyanocephalus; the last lacks a specialized
pouch but transports pition seeds to storage areas in its esophagus.
A) M. cucullaris, caput portion (M c c)
Origin: Dorsolateral surface of the skull, dorsal to the origin of the M. depressor
mandibulae (Figure 1).
Insertion: Midventral raphe with its contralateral reciprocal and by a broad
thin aponeurosis onto the ventral surface of the posterior part of the M. mylo
hyoideus anterior (Figure 2A). The raphe of the M. cucullaris is a continuation of
that of the M. mylohyoideus anterior; it is not bound to the ventral surface of
the pouch.
Structure: A thin, straplike, parallel-fibered muscle lying superficial to other
features in the posterior part of the head. Its fibers pass lateral (superficial) to the
M. dermotemporalis, and then cover much of the M. depressor mandibulae and the
distal end of the hyoid horn. A thin broad aponeurosis extends from the anterior
border of the muscle and spreads fanlike over the posterior half of the M.
mylohyoideus anterior. The M. cucullaris covers (i.e. passes beneath) the posterior
A
Mtr
M trl
sh
st h
mhp
mha
Mgg
M
M trh
Mthh
'Mbm p
bma
,M hg a
M hg o
cg
B
Mtr
Mtr
st h
ch
mhp
bmp
mha
bma
Mgg
hga
hg o
Mcg
M thh
portion of the sublingual pouch as a sling. Its fibers are very long, about 40 mm,
so that the length of the entire sling is 80 min.
The posteriormost fibers of the M. cucullaris appear to curve posteriorly near the
ventral midline and continue as a narrow, thin strap of muscle along the mid-
ventral line just under the skin to the junction of the M. dermotemporalis and M.
tracheohyoideus. These fibers are hard to dissect because of their position just
under the skin and their extreme thinness; they are also closely associated with the
posterior pouch ligament and can be mistaken easily for collagenous fibers.
Function: Support of the posterior portion of the sublingual pouch. The long
fibers of this muscle can stretch as the pouch fills with seeds and expands
ventrally.
Comparison: Details of this muscle could not be observed in caryocatactes; it is
present but may be less developed than that in columbiana. The caput portion
of the M. cucullaris is very well developed in Nuci]raga, far better than in any
other passefine bird to our knowledge. It is so weakly developed in Corvus and
Gymnorhinus that it cannot be readily dissected and demonstrated in these genera.
B) M. mylohyoideus
The expansion of
mylohyoideus muscle
origin (Figure 3A).
each part is described
the sublingual pouch has divided the normally continuous
sheet into two distinct parts, which are united only at their
Because they are morphologically and functionally distinct,
separately.
1) M. mylohyoideus anterior (M m h a)
Origin: Fleshy in a thin line along the medial face of the mandibular ramus
just ventral to its dorsal rim and just dorsal to the insertion of the M. branchio-
mandibularis.
Insertion: On a midventral raphe with its counterpart ventral to the sub-
lingual pouch.
Structure: A thin, parallel-fibered muscular sheet. The anterior fibers are trans-
verse or slant slightly forward, while the posterior fibers angle sharply posteriorly,
dorsal to the broad aponeurosis of the M. cucullaris.
The length of the midventral insertion of the M m h a is 25 mm while its
origin measures 10 mm. The anterior fibers are 10 mm long (mandible to mid-
ventral raphe) and the longest posterior fibers are 25 ram, thereby the sling of the
combined muscles varies from 20 mm to 50 min. The physiological cross section of
the muscle is about 2 sq min.
Function: Support of the anterior portion of the sublingual pouch. As the
ventral wall of the pouch is continuous with the floor of the mouth, the function
of the M m h a in Nuci]raga is basically similar to that in other passerine birds.
Figure 4. Ventral view of the entire tongue musculature of Nuci]raga columbiana
after removal of the sublingual pouch. (A) All muscles left in place, but with the
insertions of the M m h a and M g g severed. (B) The M s h, the M m h p, and
the left side of the M c h removed. Note that most tongue muscles are dorsal to
the common insertion of the M m h p, M s h, and M c h, which lies dorsal to the
pouch as shown in Figure 3B.
A
Mtr
Mtr
Mch.
cg
hg o
M hgo
M th
B
M st
bmp
Mbma
lr h
Uc
hg o
th t
M trl
Figure 5. Tongue muscles of Nuci/raga columblana after removal of the tongue
apparatus from the head. (A) Ventral view. (B) Dorsal view.
The long fibers, especially those of the posterior half, stretch as the pouch expands
ventrally.
Comparison: See below under M m h p.
2) M. mylohyoideus posterior (M m h p)
Origin: From the medial face of the mandibular ramus, continuous with the
origin of the M m h a.
Insertion: On a midventral raphe with its contralateral opposite, dorsal to the
sublingual pouch (Figure 3B); this raphe is bound to those of the M. serpihyoideus
and M. ceratohyoideus, but has no attachment onto the surface of the pouch (or
the urohyale).
Structure: A thin, straplike, parallel-fibered muscle containing about 10% of
the total fibers of the M. mylohyoideus. After leaving its origin and separating
from the M m h a, the M m h p turns sharply and runs posteriorly, dorsal to
the M. branchiomandibularis (Figure 4A), until it reaches the dorsolateral corner of
the sublingual pouch (Figure 3A). At this point, the muscle curves medially to
reach its insertion. In the specimen figured (Figure 4A), the inserting ends of
the paired M m h p overlap each other and part of the M. serpihyoideus. In other
specimens (Figure 3A), the two ends simply abut against each other at the mid-
ventral raphe and lie completely anterior to the M. serpihyoideus.
The M m h p is 2 mm wide at its insertion and has a fiber length of about
15 mm. Its physiological cross section is approximately 0.2 sq mm.
Function: An antagonist for the insertions of the M. serpihyoideus and the
M. ceratohyoideus to preclude permanent posterior shift of these muscles. This
function of the M. mylohyoideus also exists in all other passefine birds. Because
of its curved path about the dorsolateral corner of the sublingual pouch, the
M m h p may also function to maintain the position of the pouch or of the
posterior end of its opening but this appears unlikely.
Comparison: The anterior and posterior parts of the M. mylohyoideus in
caryocatactes are similar to those in columbiana. In Corvus, Gymnorhinus, and all
other passe fine birds, the M. mylohyoideus is a single continuous sheet of muscle
fibers comparable to the combined anterior and posterior portions of this muscle
in Nuci)raga. The sublingual pouch simply divides the M. mylohyoideus into two
parts in the nutcrackers and forces the fibers of the posterior part to deviate away
from a straight course between their origin and insertion. Modification of the
posterior portion appears to be great morphologically, but the basic function of this
part of the M. mylohyoideus is little modified. The anterior part of the M. mylo-
hyoideus in Nuci)raga is scarcely modified from the corresponding portions in other
passerine birds.
C) M. genioglossus (M g g)
Origin: Fleshy from the posterior edge of the mandibular symphysis with the
medial borders of the paired muscles abutting.
Insertion: Fleshy on the other surface of the ventroposterior end of the sub-
lingual pouch.
Structure: A straplike, parallel-fibered muscle with very long fibers in relation
to fiber number. The muscle is about half as thick as broad and has the smallest
number of fibers of all the tongue muscles except for the tiny M. hypoglossis
anterior. Each genioglossus muscle divides several times with the branches diverging
Mg
Mtrh.
;M 1/2h
bmo
bmp
B bma
Mch'
M 1/2g
Figure 6. Hyoid horn and attached muscles of Nucifraga columbiana. (A) Ap-
proximate dorsal view with the anterior end to the left and medial surface toward
the top of the figure. Insertion of part of the M st h onto the anterior end of the
ceratobranchiale is not shown. (B) Ventromedial view with the muscles partly un-
wrapped from the hyoid horn.
over the surface of the pouch. None of the fibers of the M g g reach the tongue
proper.
The length of the fibers in this muscle is 30-35 mm and the physiological cross
section is approximately 0.3-0.35 sq min.
Function: Apparently to return the empty pouch to its collapsed shape and posi-
tion, although it does not provide the force to empty the pouch. The spread of the
branches of the paired muscle is well-suited for collapsing the pouch.
Comparison: The M g g of caryocatactes is similar to that in columbiana. In
all other passerine birds this muscle inserts on the tongue proper, either on the
ventrolateral edge of the paraglossale, the anterior edge of the cricoid cartilage,
the mucosa between the cricoid cartilage and the paraglossalia, or a combination
of these insertions. The muscle is usually divided once just before its insertion
except in those few forms having a single insertion. The size of the M g g varies
A /M tr h 1
-M st h
Figure 7. Medial tongue muscles of Nucifraga columbiana after removal of the
paraglossalia and the hyoid horns. (A) Ventral view. (B) Dorsal view. The muscles
have been removed or arranged to provide maximum clarity of all muscles.
considerably in passerines; it is relatively very small in corvids. Its insertion
could not be ascertained with certainty in Corvus although it can be dissected
easily in many small insectivorous and nectarivorous birds. In all other corvids
examined, the M g g reaches the tongue and inserts somewhere in the mucosa
between the paraglossalia and the cricoid cartilage. This muscle is relatively larger
in Nucifraga than in other corvids, but it is not so well-developed relatively as in
some heavy billed finches (e.g. Hesperiphona vespertina) or in some nectar feeders
(e.g. Arachnothera, Bock, pers. observ.).
A Mcg
Mhgo
B
Mhgo
Figure 8. Paraglossalia and attached muscles of Nucifraga columbiana. (A) Ventral
view. (B) Dorsal view.
The M g g of Gymnorhinus cyanocephalus is peculiar in that the normally paired
muscles are completely united from their origin to a point about a of the distance
to their insertion. After splitting, each genioglossal muscle passes posterolaterally
around the lateral surface of the tongue. Each muscle splits again into half, and
the two thin slips curve lateral and dorsal to the M. stylohyoideus and M. cerato-
glossus, and finally insert into the mucosa just anterior to the cricoid cartilage.
D) M. serpihyoideus (M s h)
Origin: Ventrolateral corner of the occipital plate medial to the origin of the
M. depressor mandibulae.
Insertion: On a midventral raphe with its contralateral mate; the anterior end
of this raphe is bound to that of the M. mylohyoideus posterior.
Structure: A thin, straplike, parallel-fibered muscle that broadens slightly at its
insertion and is almost circular in cross section at its origin. The two muscles form
a sling about the posterior part of the tongue apparatus.
The muscle is 4 mm wide at its insertion and has a fiber length of 18 mm; hence
the total length of the sling is 36 mm. Its physiological cross section is about 0.8
sq mm to 1.0 sq mm.
Comparison: Similar to that in N. caryocatactes, Corvus, and Gymnorhinus
cyanocephalu,.
E) M. stylohyoideus (M st h)
Origin: Fleshy from the lateroventral surface of the mandibular ramus at the
anterior border of the insertion of the M. depressor mandibulae.
Insertion: Fleshy onto the lateroventral surface of the basihyale just anterior to
its ceratobranchial articulation and onto the ventral surface of the articulating
head of the ceratobranchiale. The insertions of the paired stylohyoideus muscles
approach each other on the ventral surface of the basihyale at the ceratobranchial
articulation, but diverge anteriorly.
Structure: A thin, straplike, parallel-fibered muscle with long fibers. The M
st h lies dorsal to the sublingual pouch with only its origin visible in ventral view.
After its origin, the muscle passes ventral (superficial) to the M. branchio-
mandibularis, and then dorsal to the M. mylohyoideus posterior. It lies along,
but is not tightly bound to, the anterior border of the M. serpihyoideus. The
muscle runs along the ventrolateral surface of the M. ceratoglossus until the
anterior end of the hyoid horn; here it curves dorsolaterally and passes dorsal to
the tendon of the M. ceratoglossus; and finally it inserts on the ventral surface
of the basihyale and ceratobranchiale.
The M st h has a fiber length of 23 mm and is about 2 mm wide throughout
its length. Its physiological cross section is approximately 1.0 sq min.
Comparison: The M st h in caryocatactes is similar to that in columbiana except
that the insertion on the ceratobranchiale head is reduced in the former. This
muscle is basically similar to that in Corvus and in Gymnorhinus. The insertion
of this muscle on the ceratobranchiale in the nutcracker is unusual but does
not represent a major modification.
F) M. branchiomandibularis (M b m )
This muscle is divided as usual into a large anterior part (M b m a) and a
small posterior part (M b mp).
Origin: Fleshy from the roedial surface of the mandibular ramus anterior to
the mandibular fossa and ventral to the origin of the M. mylohyoideus. The origin
of the M b m extends quite far anteriorly along most of the origin of the M.
mylohyoideus. The two parts arise contiguously with the posterior head being
ventroposterior to that of the anterior head.
Insertion: Fleshy onto the very distal end of the epibranchiale.
Structure: Both parts are straplike, parallel-fibered muscles whose basic struc-
ture is obscured by their twisting path about the hyoid horn. The two parts
diverge gradually from the mandibular ramus and pass ventral to both parts of
the M. mylohyoideus and dorsal to the M. serpihyoideus and M. stylohyoideus
before reaching the hyoid horn. The M b m a passes ventral to the ceratobranchiale
and folds about the hyoid horn from below; the fibers on the roedial side twist
about the hyoid horn from ventral to dorsal as they extend toward their insertion.
The M b m p passes dorsal to the ceratobranchiale and covers the seam formed by
the upfolded edges of the anterior portion.
The M b m lies lateral and dorsal to the sublingual pouch.
Fiber length of the Mb m ais 50ram and that of the M b m pis 45 min. Their
physiological cross sections are 4.0 sq mm and 0.75 sq mm respectively.
Comparison: Similar to that in N. caryocatactes, Corvus, and Gymnorhinus.
G) M. ceratohyoideus (M c h)
Origin: Fleshy from the lateral surface of the ceratobranchiale just anterior to
its articulation with the epibranchiale.
Insertion: On a midventral raphe with its opposite member. The raphe of in-
A
Mhg
M trh
cc
Md-t
wing
Mrnh
Mgg
M d-t
c1/2
dm
brn
st h
sh
Mmhp
M trh
Figure 9. Lateral view of the head of Nucifraga columbiana with a full pouch.
(A) All superficial muscles are left in place. Note that the dermal muscles all attach
to the skin of the neck at one point (marked with an asterisk) to which the posterior
pouch ligament and superficial band muscles also attach. (B) The superficial muscles
are removed to reveal the pouch, the head is tilted slightly. Note the M g g on
the ventral surface of the pouch and the other tongue muscles tucked over the pos-
terodorsal corner of the pouch.
sertion of the M c h is dorsal to that of the M. mylohyoideus posterior; these
raphes are bound together and their posterior end is continuous with that of the
M. serpihyoideus. The raphe of insertion of the M. ceratohyoideus is not bound
to the urohyale.
Structure: A thin, straplike, parallel-fibered muscle. From their origin the fibers
run forward to curve around the lateral and ventral surface of the cerato-
branchiale and then pass medially to their insertion; hence the M c h makes
a half turn about the hyoid horn.
The M c h has a fiber length of 14 mm and its width at the insertion is 2 mm.
Its physiological cross section is about 0.5 sq mm.
Comparison: Similar to that in Corvus and Gymnorhinus cyanocephalus and
hence different from most other passerine birds in which the muscle originates
from the medial edge of the ceratobranchiale, and hence does not make a half
turn about the lateral edge of the hyoid horn.
In the one specimen of caryocatactes available, about 10% of the fibers of the
M c h originate directly from the medial surface of the ceratobranchiale while the
remaining fibers arise from the lateral surface. Fibers do not arise from the
intervening ventral surface of the ceratobranchiale although it is clear that shift
of the origin of this muscle between the medial and lateral surfaces of the
hyoid horn was via the ventral surface either by slow spreading of the origin or
by a single "jump" between the medial and lateral surface by the origin of
individual fibers. The difference in the origin of the M c h in the two species
of nutcrackers is interesting as it shows the likely course of evolution, but it has no
taxonomic significance.
H) M. ceratoglossus (M c g)
Origin: Fleshy from the ventrolateral surface of the entire length of the cerato-
branchiale.
Insertion: All or almost all fibers attach onto a stout tendon along the lateral
surface of the muscle that inserts on a ventral tubercle of the paraglossale just
anterior to the paraglossal-basihyal articulation. Muscle fibers attach to the
tendon right up to its insertion on the paraglossale. In some specimens, a small
number of fibers on the dorsal side of the muscle insert directly onto the ventral
edge of the paraglossale between the M. hypoglossus obliquus and the ventral
tubercle.
Structure: A long, unipinnate muscle with a large number of moderately long
fibers; it is presumably the strongest tongue muscle, but develops little torque
because of its extremely short moment arm. Insertion of fibers along the entire
tendon and directly on the paraglossale in the nutcrackers is a result of the
short basihyale and relatively long fibers of this muscle.
The fiber length of the M c g is 9 mm with the angle of pinnation being
about 15 . The length of the ceratobranchial origin is 13 mm with the physiological
cross section about 5-6 sq mm.
Comparison: Similar to that in N. caryocatactes, Corvus, and Gymnorhinus;
the fleshy insertion of a few fibers on the paraglossale in the nutcrackers is a
minor difference from other corvids.
I) M. hypoglossus anterior (M hg a)
Origin: Fleshy from the ventral surface of the paraglossale and from the
ligaments binding the two paraglossalia together.
Insertion: On the anterior surface of the ventral tubercle of the paraglossale.
Structure: A minute, unipinnate muscle with short fibers intermeshed with
collagenous fibers. The fibers run lateroposteriorly from their origin to insertion.
In some specimens the M hg a had additional fibers lying lateral to the main
mass shown in Figure 8A, and some in the interparaglossal space. These fibers
form a thin, somewhat diffuse layer and are difficult to maintain undamaged while
removing the epithelial covering of the paraglossalia, i.e. the corneous tongue.
The fiber length of the M hg a is 1.0 min. The width of the muscle is about
0.5 mm and the physiological cross section is 0.1 to 0.2 sq mm.
Comparison: Similar to that in N. caryocatactes, Corvus, and Gymnorhinus
cyanocephalus.
J) M. hypoglossus obliquus (M hg o)
Origin: Fleshy from the medioventral surface of the posterior surface of the
paraglossale.
Insertion: Fleshy on the contralateral muscle at the midventral surface below
the basihyale.
Structure: A parallel-fibered, straplike muscle forming a sling between the
paired paraglossalia, which passes below the anterior end of the basihyale. Actually
the two muscles have merged to form a single transverse muscle; no roedial raphe
exists. The M hg o forms a very flat sling as the ventral surface of the basihyale
lies almost on the same horizontal plane as the areas of origin on the paraglossalia.
The fibers are relatively short in this species compared to the fiber length of the
M. ceratoglossus.
Fiber length of the M hg o varies between 3.0 and 4.0 mm with the posterior
fibers being the longest; hence the total length of the muscular sling varies from
6 to 8 min. The width of the muscle along the the midventral line is 4 ram, and the
physiological cross section is approximately 3 sq mm.
Comparison: Similar to that in N. caryocatactes, Corvus, and Gyranorhinus.
K) M. tracheohyoideus (M tr h)
Origin: Fleshy from the anterior surface of the midventral region of the
furcula, and from the skin of the neck at a point approximately midway between
the trunk and the head (Figure 2A).
Insertion: Fleshy by three separate slips that divide just before their insertions
(Figure 7). The largest slip (75% of total fiber number) inserts on the ventral
surface of the cricoid cartilage just below its lateral edge and at a point level with
the anterior end of the glottis; this slip passes between the two heads of the
M. thyreohyoideus. A small slip (10% of the fibers) merges with the dorsal head
of the M. thyreohyoideus. The third slip (about 15% of the fibers) from the
dorsolateral part of the muscle extends forward to insert on the dorsal surface of
the ceratobranchial head just distal to the insertion of the M. stylohyoideus on
this bone.
Structure: A straplike, parallel-fibered muscle with extremely long fibers. The
attachment of this muscle on the skin of the neck is at the point where the posterior
pouch ligament attaches.
Fiber lengths of the M tr h is about 90 mm. The width of the muscle just before
it divides. is 3.0 mm and its physiological cross section is approximately 0.6-0.75 sq
mm.
Function: Because of its attachment to the posterior pouch ligament, the Mtr h
may serve to regulate the position of the pouch and may prevent excessive movement
(swaying) of the distended, filled pouch. Attachment of the posterior end of the
M. cucullaris to the M tr h by a thin band of muscle fibers may serve as an anchor
to prevent a forward shift of the M. cucullaris and M. mylohyoideus anterior.
The other functions of the Mtr h are similar to those in other passerine birds.
Comparison: Similar to that in N. caryocatactes, Corvus, and Gyranorhinus. Varia-
tions in the size of the several slips of insertion are minor.
L) M. tracheolateralis (Mtr 1)
Origin: Presumably from the syrinx; the origin was not dissected in Nuci]raga.
Insertion: Fleshy on the ventral surface of the cricoid cartilage. Most of the fibers
insert along the posterior and medial edge of the origin of the M. thyreohyoideus,
but some fibers extend forward beneath the medial border of the M. thyreohyoideus
to insert deep to this muscle just posteromedial to the insertion of the main slip of
the M. tracheohyoideus.
Structure: A straplike, parallel-fibered muscle with very long fibers. It is very
broad and spreads over most of the trachea including its dorsal surface. This muscle
is not a member of the tongue musculature proper, but must be mentioned because
of its close morphological association with the tongue apparatus.
Fiber length of the M tr 1 is about 90-100 mm. Its width is 5.0 mm, but its
physiological cross section is 0.5 sq mm or less.
Comparison: Similar to that in N. caryocatactes, Corvus, and Gymnorhinus cyano-
cephalus.
M) M. thyreohyoideus (M th h)
Origin: Fleshy from the cricoid cartilage. The main head arises from the ventral
surface of the cartilage between the major insertions of the M. tracheohyoideus and
the M. tracheolateralis. The small dorsal part (5% of the fibers) originates from
the dorsolateral edge of the cartilage where it receives some fibers from the M.
tracheohyoideus. Both heads of origin merge before they reach the anterior border
of the cricoid cartilage.
Insertion: Fleshy on the basihyale, covering almost the entire lateral and dorsal
surfaces of the bone between its ceratobranchial and paraglossal articulations. The
area of insertion extends from a point just dorsal to that of the M. stylohyoideus
to the middorsal line and forward to the posterior edge of the broad anterior ex-
pansion of the basihyale forming the paraglossal articulations.
Structure: A stout, parallel-fibered muscle with relatively short fibers correspond-
ing to the short basihyale.
Fiber length of the M th h is 12 mm. The muscle is about 2 mm wide, across its
dorsal surface just anterior to the cricoid cartilage. Its physiological cross section is
approximately 1.0 sq mm.
Comparison: Similar to that in N. caryocatactes, Corvus, and Gymnorhinus.
THE FILLED POUCH
Two specimens with naturally filled pouches were available for dissection (Figure
9). The volume of the nuts in the pouch of the specimen figured displaced 5.0 cc
of water and occupied a volume of approximately 10-12 cc in the intact pouch.
Upon removal of the skin, the distended pouch and slinglike muscles are visible
(Figure 9A). Fibers of the M. mylohyoideus anterior and the M. cucullaris caput
portion are stretched to almost double their length when the pouch is empty, the
M. cucullaris stretching to 60 mm and the posterior fibers of the M. mylohyoideus
anterior to 3540 min. The sheet of collagenous fibers between these muscles is
stretched thin. A small part of the posterior end of the pouch can be seen behind
the M. cucullaris. The M. dermotemporalis (a part of the M. cucullaris) is very
broad and extends down the neck just behind the pouch to the common attachment
of these dermal muscles on the skin (marked by an asterisk in Figure 9A). The
position of the M. dermotemporalis varies with bending of the neck. From this point
the M. dermotemporalis continues to its attachment on the propatagium of the wing,
now termed the M. cucullaris pars propatagiaiis (George and Berger 1966: 316-317).
The M. tracheohyoideus (_-- M. ypsilotrachealis of some authors, George and Berger
1966: 263-264) extends from its origin on the clavicle to attach (some fibers only)
on the skin of the neck with the M. dermotemporalis, and then continues forward
(hidden in Figure 9A, but visible in Figures 9B and 2A) to insert on the cricoid
cartilage and the ceratobranchiale. A very narrow, thin band of muscle fibers con-
nects the posterior, midventral edge of the M. cucullaris caput part with the attach-
ment of the M. tracheohyoideus and M. dermotemporalis on the skin; this ventral
band is usually smaller than that shown in Figure 9A and is easily damaged while
removing the skin. The posterior pouch ligament lies immediately dorsal to this
muscular band (Figures 1 and 2A). Thus the pouch is supported by muscular slings
and is bound to the neck and steadied against excessive lateral swinging by the com-
bination of the M. dermotemporalis, M. tracheolateralis, and connecting muscular
and collagenous fibers.
Upon removal of the superficial muscles, the pouch pulls forward and away from
the ventral surface of the neck (Figure 9B). The stretched M. genioglossus spreads
over the ventral surface of the pouch. Some of the main tongue musculature is just
visible at the dorsoposterior corner of the pouch. These muscles lie lateral and dorsal
to the distended pouch and are slightly, if at all, displaced from their normal posi-
tion. In any case the filled pouch does not interfere with the normal functioning
of the tongue apparatus, as can be inferred from the morphology.
The muscles about the pouch, M. mylohyoideus anterior and M. cucullaris, are
too thin and presumably too weak to assist significantly in emptying the filled pouch.
The function of the M. genioglossus to collapse the empty, but still extended pouch
can be readily appreciated from Figure 9B.
DISCUSSION
The sublingual pouch of the nutcrackers is a diverticulum of the floor
of the oral cavity opening in front of the corneous tongue. It has re-
ceived several names, but the most accurate descriptive term for this
feature is "sublingual pouch." It definitely should not be called a "crop"
or a "neck pouch" as frequently done in the literature. The term "throat
pouch" (Swanberg 1951, 1956) and the German "Kehlsack" (LShrl
1970) are ambiguous, although not wrong, but are best dropped from
usage. In any case "Kehlsack" should be translated as "throat sac"
and not as "crop" (= der Kopf) as done in the English summary of
LShrl's paper (1970).
The sublingual pouch of nutcrackers is a neomorph and is not ho-
mologous as a sublingual pouch with similar oral diverticula found in
several species of auklets (Alcidae) and in the rosy finches (Leucosticte,
Fringillidae) as suggested by Portenko (1948). These pouches share
no morphological similarities that suggest they are homologous as diver-
ticula of the floor of the oral cavity. It is most reasonable to conclude
that they evolved independently in each of these groups (i.e. are inde-
pendent neomorphs), and hence may be regarded as convergent features
with the similar function of carrying food. Food objects may be carried
in the pouch without interfering with other functions of the mouth and
esophagus; hence the bird can select some food items to be transported
in the pouch and can eat other food items. The pouch permits the bird
to gather a large number of objects, be they minute marine inverte-
brates, pine seeds. or insects, and thereby allows the birds to transport
a greater amount of food each time it makes the long trip between the
feeding ground and the nesting or caching site. The pouch in Leucosticte
and other cardueline finches may have evolved under the control of a
selection force associated with a stored food supply for long winter
nights or perhaps a few days of unfavorable weather.
COMPARISONS WITHIN Nucifraga
We noted no essential differences in the morphology of the sublingual
pouch or the tongue muscles in the two species of Nucifraga. The tongue
muscles of caryocatactes appear to be larger than those of columbiana,
which would be expected as the Eurasian species is a considerably larger
bird. It is not possible to ascertain from our dissections whether
caryocatactes has a larger pouch, either relatively or absolutely, than
that of columbiana because of a lack of material of the Old World
species. The relationship of the pouch to the tongue muscles is the same
in both species. Thus it is not possible to determine from our dissections
whether this adaptation is better developed in either species. We would
judge that the sublingual pouch and associated morphological features
are approximately equally developed in the two congeners.
Our studies substantiate the basic morphological findings of Portenko
(1948) for caryocatactes.
MORPHOLOGICAL RELATIONSHIP WITH OTHER FEATURES
The sublingual pouch lies ventral to all features of the jaw apparatus
and the tongue apparatus except the most superficial tongue muscles--
the M. genioglossus, the M. mylohyoideus anterior, and the M. cucullaris
caput portion (a dermal muscle). Its distal end projects through the M.
mylohyoideus and thereby divides this muscle into two unequal parts.
The small M. mylohyoideus posterior lies dorsal to the pouch and re-
tains its morphological connection with M. serpihyoideus and M. cerato-
hyoideus. When the pouch is empty, it is a flat sack that lies between
the superficial muscular slings of the M. mylohyoideus and M. cucullaris
and the tongue apparatus. It would not interfere in any way with the
normal functions of the tongue apparatus, including the superficial
muscular slings, or of the jaw apparatus.
No evidence exists to suggest a regression of the pouch in adults dur-
ing the nonbreeding and nonseed gathering seasons. The pouch ap-
parently develops early in the life of the individual nutcracker; we
found one in a young bird approximately 8 weeks old. Seasonal regres-
sion of the pouch is not feasible because the birds utilize it during the
entire courtship and nesting period and during the late summer and
autumn harvest. Moreover the empty pouch is flat and does not inter-
fere with other features so that regression is of no real advantage.
Maximum expansion of the pouch as it fills with seeds has little
effect on the normal functions of the tongue apparatus or the jaws.
Most of the tongue musculature lies dorsal to the filled pouch (Figure
9) and operates normally in spite of the distended throat. Because of
its large opening anterior to the base of the corneous tongue, the pouch
can be filled and emptied easily. Presumably the tongue helps in direct-
ing seeds into the entrance of the pouch and in preventing them from
escaping. One possible disadvantage is that the weight of the filled sac
is supported almost completely by the lower jaw; only that part supported
by the slinglike M. cucullaris is not. When the sublingual pouch is full,
it places a larger load on the mandible, which must be overcome by the
jaw muscles during any normal action of the jaw apparatus. The extra
energy required by the jaw muscles during contraction would not be
needed if the seed carrying pouch had been a croplike expansion of the
esophagus. A major advantage is that the sublingual pouch allows the
bird to separate food types, eat one kind, and carry off the other, which
is not possible with a crop.
The evolution of the sublingual pouch influenced mainly those tongue
and dermal muscles lying ventral to it in the intermandibular space;
this effect is examined carefully for each muscle, considering both the
empty and filled pouch.
a) The M. cucullaris caput portion underwent no modification in its
basic morphology; it remained a parallel-fibered, slinglike muscle super-
ficial to all other structures in the ventroposterior part of the head. The
enlarging sublingual pouch in the nutcrackers with its need for additional
support when filled resulted in a considerable enlargement of this dermal
muscle to form a definite sling about the posterior part of the pouch.
Increased physiological cross-sectional area (fiber number) is associated
with greater demands of support. Fiber length also increased to permit
maximum stretching as the pouch is filled. The aponeurosis extending
from the anterior edge of the M. cucullaris to the M. mylohyoideus is a
new specialization. Thus the M. cucullaris caput portion changed from
a thin muscle that cannot be dissected and observed by gross methods in
most passerine birds to an easily observable muscular sling in the nut-
crackers.
b) The posteroventral extension of the sublingual pouch split the M.
mylohyoideus into two unequal parts that appear as quite distinct muscles
and quite different from the configuration of the mylohyoideus in other
corvids. Upon closer examination, this division of the M. mylohyoideus
is a rather minor morphological change with both portions of the muscle
maintaining their usual morphology and functions. The M. mylohyoideus
anterior remains a sheetlike muscle spanning the space between the
mandibular rami and functioning to support the anterior part of the
pouch. It acquired a strong connection with the M. cucullaris via their
continuous midventral raphe and the broad aponeurosis of the latter
muscle. Length of the posterior fibers of the M. mylohyoideus anterior
has probably increased to permit sufficient stretch when the pouch ex-
pands. Little if any increase in physiological cross section of this muscle
accompanied the evolution of the sublingual pouch. The function of the
M. mylohyoideus anterior in nutcrackers is basically the same as in
other passerine birds in which this muscle supports the floor of the mouth
and the tongue. When empty, the flat collapsed pouch does not interfere
with the action of this muscle. When the pouch is filled with seeds, the
M. mylohyoideus anterior acts as a sling to support it (Figure 9), but
can no longer support the tongue apparatus or other parts of the oral
cavity. Yet, function of the muscle is basically unchanged because the
sublingual pouch is simply an extension of the mouth floor.
Because of the new connection between the M. mylohyoideus anterior
and the M. cucullaris caput portion, these muscles serve as antagonists
and prevent each other from shifting anteriorly and posteriorly re-
spectively when they contract or when the pouch expands. Although
these muscles form a supporting sling, we doubt that they provide a sig-
nificant force for emptying the filled pouch. Their total cross-sectional
area appears too small to provide the needed force to empty a filled
pouch. Field observations suggest that nutcrackers empty the pouch by
inertia mechanisms. They open their bill and swing the head up and
down, which would bring the seeds forward and out of the pouch.
The M. mylohyoideus posterior appears quite different morphologically
from the posterior fibers of the hylohyoideus muscle in other corvids,
but this difference results mainly from the curved path of these fibers
about the sublingual pouch. These fibers may have increased in length
with the evolution of the pouch, but their attachments did not change.
And the basic function of the M. mylohyoideus posterior as an antagonist
for the M. serpihyoideus and M. ceratohyoideus is identical to that in
other passerines.
Although the change in structure and function of the M. mylohyoideus
appears to be considerable with the evolution of the sublingual pouch,
the greatest modification in this muscle is its being split into two seg-
ments, each of which remain similar in form and function to the cor-
responding portions of the mylohyoideus in other passerine birds. A
greater morphological change would have resulted if the expansion of the
sublingual pouch severed the M. mylohyoideus from its common attach-
ment with the M. serpihyoideus and M. ceratohyoideus. The antagonistic
relationship of these muscles is so important that we suspect an enlarg-
ing sublingual pouch could escape the confines of the mylohyoideus-
serpihyoideus muscular sling only by penetrating the M. mylohyoideus.
c) The sublingual pouch evolved as a broad diverticulum extending
almost completely across the intermandibular space and elongating pos-
teriorly as a blind sack. As the pouch grew it intercepted the course of the
M. genioglossus, which usually runs from the mandibular symphysis
along the floor of the mouth dorsal to the M. mylohyoideus to reach the
lateral and dorsal surface of the corneous tongue anterior to the glottis.
As the sublingual pouch grew posteriorly, the fibers of the M. genio-
glossus had to elongate to reach about the pouch, and had to be suf-
ficiently long to stretch when the pouch filled. Disruption of the normal
function of this muscle would be maximal when the pouch was empty
because the contracting muscle would have to develop tension about the
folded end of a flat, soft sack. The M. genioglossus appears to be vestigial
or almost so in the Corvidae (Bock and Shear MS). Selection forces
favoring continued attachment of the M. geniogiossus on the tongue
muscle are weak or no longer present. Presumably it lost its insertion
onto the tongue when the enlarging pouch in Nuci/raga penetrated the
M. mylohyoideus, if not before. Even before the M. genioglossus lost
its attachment to the tongue, it would have acquired the function of
collapsing the empty sublingual pouch because it ran along and was
bound to the outer (ventral) surface of the pouch. Once the muscle
lost its tongue insertion, it could subdivide several times, with the small
subdivisions spreading out and inserting over a wide area of the ventro-
posterior surface of the sublingual pouch, and would possess the sole
function of collapsing the empty pouch. Thus the enlarging pouch has
modified the morphology and the function of the M. genioglossus from
its usual role of a tongue muscle to one associated only with the pouch;
this is the greatest change the evolution of the sublingual pouch has pro-
duced in any neighboring structure.
Evolution of the M. genioglossus from a tongue muscle to a pouch
muscle in nutcrackers represents a classical example of preadaptation,
with the muscle acquiring a new function and subsequently losing its
original function. The sequence of morphological and associated functional
changes, origin of new selection forces, loss of old ones, and modification
in biological roles is especially clear.
In a purist sense, the M. genioglossus in Nucifraga should be renamed
because it no longer inserts on the tongue; however, such action would
obscure homologies more than it would clarify morphological and func-
tional changes.
The evolution of the large sublingual pouch, which is a dominant
morphological feature in terms of space requirements in the floor of
the mouth, has occurred with remarkably little change in surrounding
structures. The tongue and most of the tongue muscles have not been
modified. It is of particular interest that a new and large morphological
feature has evolved with so little modification of neighboring elements.
It shows that the development of a major component in space require-
ments and a central feature in an important adaptive complex need not
necessarily impinge on surrounding structures. Each case must be analyzed
individually as stressed by Dullemeijer (1958).
Ar)^rxvE SmNrc^Ncr
The function of the sublingual pouch is that of a receptacle in which
the bird can place seeds while they are being collected and carried to
the caching grounds. It is used in like fashion during the breeding
season to bring seeds from the caches to the breeding grounds, but we
include both aspects under a single heading of harvesting and trans-
portation. Nutcrackers obtain seeds by hammering cones and pulling
the scales off with violent tugs of the bill (Turcek and Kelso 1968,
LShrl 1970, Vender Wall and Balda MS). Moreover seeds are care-
fully examined and bad ones rejected. Thus the jaw apparatus must be
fully usable, and preferably free of previously gathered seeds. A pouch
permits the bird to hold seeds and frees the jaws for additional gathering.
The sublingual pouch, being a sack off the main track of the alimentary
canal, allows the bird to separate food items and to eat those (e.g. insects)
that cannot be stored. Increase in the size of the pouch permits the bird
to gather more seeds per collecting trip and hence reduces the number
of times the bird must traverse the long distance between the harvesting
and the caching sites.
The biological role of the pouch is associated with the use of the
stored seeds. In Clark's Nutcracker this supply of stored energy is used
during the following reproductive season as a source of food for adults
and more importantly for the young birds. The plentiful food supplies
of autumn are thus made available for reproduction the following spring
during a period of greatly reduced food availability. The stored seeds
permit Clark's Nutcrackers to nest very early in the spring (see Me-
waldt 1956, Vander Wall and Balda MS) with an assured food supply.
The young birds fledge by late spring, and hence have more time to
gain experience before the onset of difficult conditions the following
winter. And it frees the adults of the young birds early in the summer
before the onset of molt (Mewaldt 1958), which precedes the pine seed
harvesting in the fall. Thus, the biological role and adaptive significance
of the sublingual pouch is associated with early nesting. Indeed the com-
plete yearly cycle of Clark's Nutcrackers is based upon its harvesting,
caching, and utilizing the abundant fall supply of seeds for reproduction,
all of which are dependent upon the sublingual pouch. This drastic
modification in the yearly cycle of these nutcrackers occurred with a
relatively minor morphological change.
It should be noted that the Clark's Nutcracker (Vander Wall and
Balda MS) and the Eurasian Nutcrackers (Swanberg 1951, 1956) are
two of the few species of birds known to store overwinter a major
portion of the energy supply required for reproduction. The only other
species in which food is definitely known to be stored overwinter for
reproduction is the Pition Jay (Balda and Bateman 1971, Ligon 1971).
Food harvesting and storage in the Eurasian Nutcracker is by pairs
of birds that mate for life and hold their territory for life. Food is
frequently harvested outside the territory, but is cached in definite
locations within the territory; the holders of the territory defend stored
food against other individual nutcrackers that will steal it. Food har-
vesting and storage starts after the family group is broken up when
the young disperse. Only the mated pair harvest and store food (Swan-
berg 1951, 1956).
In Clark's Nutcracker, seed harvesting and caching is undertaken
by all members of the flock, and the food is stored in a communal cache.
The members of the flock breed in a restricted area close to the cache,
and all use the seeds in the communal cache for adult food and especially
for nestling food (Vander Wall and Balda MS). The breeding structure
in Clark's Nutcracker appears to be the more advanced state, which
evolved from a system like that present in the Eurasian Nutcracker.
Communal seed harvesting, caching, and utilization by all members of a
flock, including immature birds which do not breed until they are over
1 year old, appear to constitute true altruistic behavior controlled by
kin selection.
EVOLUTION OF TI-IE SUBLINGUAL Pouch
The origin and specialization of the sublingual pouch in Nucifraga is
correlated with the evolution of food caching habits in this genus. Because
food transportation and storage is widespread in the Corvidae (Turcek
and Kelso 1968), antecedents of the sublingual pouch may be sought
among other members of the Corvidae. Several genera of this family
have specializations of the buccal cavity or of the esophagus to facilitate
carrying of food objects over long distances.
Eigelis and Nekrasov (1967) showed that Pica pica and several species
of Corvus carry seeds in the buccal cavity. The cavity volume is in-
creased by lowering the floor of the mouth between the rami by re-
laxation of the M. mylohyoideus, the corneous tongue is drawn back-
wards, and the result is a shallow pouch located anterior to the tongue.
The birds fill this pouch and entire oral cavity with seeds. The buccal
pouch in Corvus and Pica described by Eigelis and Nekrasov represents
a primitive type of pouch from which the sublingual pouch in Nucifraga
could have evolved. Change from the Corvus-type pouch to the Nuci-
fraga pouch involved posteroventral growth of the pouch to penetrate
the M. mylohyoideus (which would allow greater expansion and hence
greater seed carrying capacity), increase in size of the M. cucullaris
caput portion, and modification of the M. genioglossus.
Hence we may conclude that the sublingual pouch did not originate
in NuciJraga, but was already present as a less specialized buccal pouch
in the corvid ancestor of the nutcrackers. Evolution from the ancestral
pouch to the specialized sublingual pouch required a small number of
relatively simple morphological changes. The resulting modification in
the yearly cycle of the nutcrackers represent a major evolutionary change.
These birds can harvest and store food for reproduction during the pre-
vious autumn when seed supplies are most abundant, compared to other
corvids that store food for presumed use during short periods of scarcity.
Communal harvesting, caching, and utilization of seeds by the Clark's
Nutcracker appears to have eveolved from the territorial nesting and
food storage behavior of the Eurasian Nutcracker. We could not ascertain
any corresponding modification in the structure of the sublingual pouch
and conclude that its morphology is suited for both systems of seed
carrying and storage.
The second type of pouch present in the corvids is found in the
European Jay (Garrulus glandarius) which has an expansible esophagus
(Eigelis and Nekrasov 1967). Pition Jays also carry seeds in an expand-
able portion of the esophagus (Balda pers. observ.). The two types of
carrying sacks, (a) the antelingual buccal cavity (Corvus, Pica) and the
sublingual pouch (Nuci[raga) and (b) the expansible esophagus (Gar-
rulus, Gymnorhinus), are two paradaptations (Bock 1967) in the Cor-
vidae for food transportation.
ACKNOWLEDG3/IENTS
We would like to thank several friends whose contributions added greatly to the
success of this study. Dorothea Goldys used special skill and care in her illustrations,
which permit a real comprehension of the spatial relationships of the sublingual
pouch and tongue apparatus. T. Goslow did the initial dissections that demonstrated
the pouch, suggested the importance of the morphological study, and read the final
manuscript. The officials of the British Museum (Natural History) permitted us to
dissect the sublingual pouch and tongue muscles of a specimen to Nuci/raga caryo-
catacres. Our special appreciation goes to Leon Kelso who provided us with valuable
advice and assistance throughout the study. We are especially endebted to him for
supplying us not only with references to important Russian literature on nut-
crackers, but also the English translations. Support for the field work was supplied
by a grant to Balda from The Institutional Research and Studies Committee, North-
ern Arizona University. The morphological portion of this study was supported by
a grant to Bock from the National Science Foundation (NSF-GB-6909X). We wish
to thank both institutions.
SUMMARY
The sublingual pouch in Nucifraga columbiana is a diverticulum of the mouth floor, opening anteriorly and laterally to the corneous tongue. Its broad opening lacks constrictor muscles. The posterior end of the pouch penetrates the M. mylohyoideus and is attached by a ligament to the skin of the neck. The pouch wall is thin and lacks an intrinsic muscular layer.
The M. cucullaris caput portion is well-developed, as is the M. mylohyoideus anterior. The two muscles insert along a continuous mid-ventral raphe and are bound together by a broad aponeurosis from the anterior edge of the M. cucullaris; they form a sling about the pouch. The small M. mylohyoideus posterior curves about the posterolateral corner of the pouch and inserts dorsad to the pouch on a common raphe with the M. serpihyoideus and M. ceratohyoideus. The M. genioglossus no longer reaches the tongue, but divides several times and inserts broadly on the posteroventral surface of the pouch. All other tongue muscles lie dorsad to the pouch and have a typical passerine morphology.
The empty pouch is a flattened sack lying between the M. mylohyoideus anterior and M. cucullaris and the oral cavity plus the tongue apparatus. The filled pouch is greatly expanded ventrally, stretching the muscular sling, but does not affect the normal functioning of the tongue. The M. genioglossus apparently serves to collapse the empty pouch.
The sublingual pouch and tongue musculature in N. caryocatactes are similar to those in N. columbiana. It was not possible to determine whether the pouch was larger in the larger sized caryocatactes.
The sublingual pouch functions as a sack for carrying pine seeds and
hazelnuts from the harvesting areas to the caching sites. It permits the birds to carry a larger load on each flight to the cache and hence to store more food. Adult birds eat the stored seeds during the following nesting season. Both nutcracker species use the stored seeds as the primary food for nestlings. Hence the sublingual pouch is an adaptation in the annual cycle of these birds that evolved from an unspecialized antelingual buccal cavity found in other corvids.
LITERATURE CITED
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Bocx, W. J., AX C. R. SEAR. 1972. A staining method for gross dissection of
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Department of Biological Sciences, Columbia University, New York,
New York 10027, and Department of Biological Sciences, Northern Ari-
zona University, Flagstaff, Arizona 86001. Accepted 21 July 1972.